REM vs TOPT
Comparison between iShares Mortgage Real Estate ETF (REM, ETF) and ISHARES TOP 20 U.S. STOCKS ETF (TOPT, ETF).
REM vs TOPT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
REM
$580M
Winner
TOPT
$582M
Expense Ratio
REM
0.48%
Winner
TOPT
0.20%
Max Drawdown
REM
92.91%
Winner
TOPT
21.30%
Sharpe Ratio
REM
0.55
Winner
TOPT
1.50
5Y Beta
Winner
REM
0.69
TOPT
1.09
P/E Ratio
Winner
REM
14.31
TOPT
31.90
Forward P/E
Winner
REM
7.41
TOPT
24.71
PEG Ratio
Winner
REM
0.07
TOPT
0.54
5Y Dividends CAGR
REM
-3.20%
TOPT
N/A
5Y EPS CAGR
REM
-22.10%
Winner
TOPT
37.12%
Debt to Equity
REM
57.88%
Winner
TOPT
38.70%
P/S Ratio
Winner
REM
4.51
TOPT
6.80
P/B Ratio
Winner
REM
0.86
TOPT
8.50
REM vs TOPT - Holdings Comparison
REM and TOPT have 1 common holdings. Overlap is 0.00%
REM's top 25 holdings weight is 96.96%. TOPT's top 25 holdings weight is 99.97%.
| Rank | REM | TOPT |
|---|---|---|
| #1 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 22.35% | NVIDIA CORP (NVDA) - 16.77% |
| #2 | AGNC INVESTMENT CORP (AGNC) - 14.67% | APPLE INC (AAPL) - 14.53% |
| #3 | STARWOOD PROPERTY TRUST INC (STWD) - 7.77% | ALPHABET INC CLASS A (GOOGL) - 7.15% |
| #4 | RITHM CAPITAL CORP (RITM) - 4.48% | MICROSOFT CORP (MSFT) - 5.73% |
| #5 | DYNEX CAPITAL INC (DX) - 4.42% | ALPHABET INC CLASS C (GOOG) - 5.68% |
| #6 | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 4.37% | AMAZON.COM INC (AMZN) - 5.01% |
| #7 | ARMOUR RESIDENTIAL REIT INC (ARR) - 4.10% | BROADCOM INC (AVGO) - 4.85% |
| #8 | ELLINGTON FINANCIAL INC (EFC) - 3.61% | TESLA INC (TSLA) - 4.18% |
| #9 | APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 3.35% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.92% |
| #10 | TWO HARBORS INVESTMENT CORP (TWO) - 2.86% | META PLATFORMS INC CLASS A (META) - 3.73% |
| #11 | ORCHID ISLAND CAPITAL INC (ORC) - 2.75% | ELI LILLY AND CO (LLY) - 3.72% |
| #12 | LADDER CAPITAL CORP CLASS A (LADR) - 2.54% | MICRON TECHNOLOGY INC (MU) - 3.71% |
| #13 | CHIMERA INVESTMENT CORP (CIM) - 2.38% | JPMORGAN CHASE & CO (JPM) - 3.63% |
| #14 | ARBOR REALTY TRUST INC (ABR) - 2.37% | EXXON MOBIL CORP (XOM) - 2.85% |
| #15 | MFA FINANCIAL INC (MFA) - 2.14% | JOHNSON & JOHNSON (JNJ) - 2.48% |
| #16 | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.01% | VISA INC CLASS A (V) - 2.43% |
| #17 | ADAMAS TRUST INC (ADAM) - 1.66% | WALMART INC (WMT) - 2.32% |
| #18 | BRIGHTSPIRE CAPITAL INC CLASS A (BRSP) - 1.60% | COSTCO WHOLESALE CORP (COST) - 2.00% |
| #19 | FRANKLIN BSP REALTY TRUST INC ORDINARY SHARES (FBRT) - 1.52% | MASTERCARD INC CLASS A (MA) - 1.78% |
| #20 | REDWOOD TRUST INC (RWT) - 1.47% | ABBVIE INC (ABBV) - 1.67% |
| #21 | INVESCO MORTGAGE CAPITAL INC (IVR) - 1.33% | NETFLIX INC (NFLX) - 1.64% |
| #22 | TPG RE FINANCE TRUST INC (TRTX) - 1.30% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.16% |
| #23 | KKR REAL ESTATE FINANCE TRUST INC (KREF) - 0.78% | USD CASH (n/a) - 0.03% |
| #24 | READY CAPITAL CORP (RC) - 0.58% | MICRO E-MINI NASDAQ 100 INDEX FUTURE JUNE 26 (n/a) - 0.00% |
| #25 | ARES COMMERCIAL REAL ESTATE CORP (ACRE) - 0.55% | ETD USD BALANCE WITH R93533 (n/a) - 0.00% |
| Total Holdings | 36 | 25 |
REM vs TOPT - Historical Returns
Returns include dividend reinvestment.
1M
REM
-4.83%
Winner
TOPT
+1.85%
3M
REM
-3.01%
Winner
TOPT
+9.89%
6M
REM
-1.43%
Winner
TOPT
+5.59%
1Y
REM
+11.79%
Winner
TOPT
+28.22%
5Y(CAGR)
REM
-2.26%
TOPT
N/A
10Y(CAGR)
REM
+2.61%
TOPT
N/A
Max(CAGR)
REM
-1.32%
Winner
TOPT
+19.98%
REM vs TOPT - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | REM | TOPT |
|---|---|---|
| 2026 | -3.20% | +6.60% |
| 2025 | +12.79% | +20.76% |
| 2024 | -0.45% | +5.03% |
| 2023 | +12.51% | N/A |
| 2022 | -28.84% | N/A |
| 2021 | +19.82% | N/A |
| 2020 | -20.73% | N/A |
| 2019 | +20.48% | N/A |
| 2018 | -2.01% | N/A |
| 2017 | +16.54% | N/A |
| 2016 | +21.07% | N/A |
| 2015 | -10.85% | N/A |
| 2014 | +15.97% | N/A |
| 2013 | -5.63% | N/A |
| 2012 | +20.36% | N/A |
| 2011 | -9.86% | N/A |
| 2010 | +15.98% | N/A |
| 2009 | +13.09% | N/A |
| 2008 | -42.43% | N/A |
| 2007 | -36.35% | N/A |
REM vs TOPT Drawdown Comparison
The maximum drawdown for REM was -74.76%, occurring on Nov 20, 2008. This drawdown has not yet recovered.
The maximum drawdown for TOPT was -21.21%, occurring on Apr 8, 2025. Recovery took 124 trading sessions.
The current REM drawdown is -23.58%. The current TOPT drawdown is -3.81%.
| Rank | REM | TOPT |
|---|---|---|
| #1 | -74.76% Jun 4, 2007 - Nov 20, 2008 | -21.21% Dec 24, 2024 - Jun 26, 2025 |
| #2 | -3.84% May 9, 2007 - May 31, 2007 | -13.13% Oct 29, 2025 - Apr 27, 2026 |
| #3 | -0.38% May 4, 2007 - May 9, 2007 | -3.81% May 14, 2026 - Jun 5, 2026 |
| #4 | N/A | -3.19% Oct 29, 2024 - Nov 6, 2024 |
| #5 | N/A | -3.16% Dec 16, 2024 - Dec 24, 2024 |
| #6 | N/A | -2.92% Oct 9, 2025 - Oct 24, 2025 |
| #7 | N/A | -2.80% Nov 8, 2024 - Dec 2, 2024 |
| #8 | N/A | -2.54% Aug 14, 2025 - Aug 28, 2025 |
| #9 | N/A | -1.97% Jul 28, 2025 - Aug 6, 2025 |
| #10 | N/A | -1.78% Aug 28, 2025 - Sep 4, 2025 |
| #11 | N/A | -1.51% Sep 22, 2025 - Oct 1, 2025 |
| #12 | N/A | -1.05% Jul 3, 2025 - Jul 10, 2025 |
| #13 | N/A | -0.88% Jun 30, 2025 - Jul 2, 2025 |
| #14 | N/A | -0.60% Dec 11, 2024 - Dec 13, 2024 |
| #15 | N/A | -0.55% Sep 4, 2025 - Sep 9, 2025 |
Correlation
Correlation between REM and TOPT is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2007 - 2026)
REM vs TOPT dividend yield comparison.
| Year | REM | TOPT |
|---|---|---|
| 2026 | 0.75% | 0.09% |
| 2025 | 8.70% | 0.38% |
| 2024 | 9.61% | 0.08% |
| 2023 | 9.46% | 0.00% |
| 2022 | 11.13% | 0.00% |
| 2021 | 7.29% | 0.00% |
| 2020 | 7.72% | 0.00% |
| 2019 | 8.16% | 0.00% |
| 2018 | 9.99% | 0.00% |
| 2017 | 9.97% | 0.00% |
| 2016 | 10.03% | 0.00% |
| 2015 | 11.99% | 0.00% |
| 2014 | 14.53% | 0.00% |
| 2013 | 16.12% | 0.00% |
| 2012 | 12.60% | 0.00% |
| 2011 | 12.20% | 0.00% |
| 2010 | 9.10% | 0.00% |
| 2009 | 8.14% | 0.00% |
| 2008 | 22.08% | 0.00% |
| 2007 | 8.95% | 0.00% |
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